Civic Intelligence

Loma Vista Elementary School PTA

EIN 95-3768449 • 501(c)3 • Ventura, CA

Profile

Provide financial and volunteer support to school staff and students for activities enhancing and enriching the school.

300 Lynn DriveVentura, CA 93003

www.lomavistaventurapta.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

14th percentile

-49%

Higher net margin than 14% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

31st percentile

-19%

Faster asset growth than 31% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$80,343

Down $18,360 (-19%) from 2024

Liabilities

Down

$0

Down $7,904 (-100%) from 2024

Net Assets

Down

$80,343

Down $10,456 (-12%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin14th percentile

Revenue

Up

$37,397

Up $44,201 (+650%) from 2024

Expenses

Up

$55,757

Up $33,297 (+148%) from 2024

Net Income

Up

-$18,360

Up $10,904 (+37%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth31st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2010: $66,749Liabilities 2010: $93Net Assets 2010: $66,6562010Assets 2011: $80,126Liabilities 2011: $02011Assets 2012: $91,396Net Assets 2012: $91,3962012Assets 2013: $101,909Net Assets 2013: $101,9092013Assets 2014: $96,710Net Assets 2014: $96,7102014Assets 2015: $58,525Net Assets 2015: $58,5252015Assets 2016: $58,001Net Assets 2016: $58,0012016Assets 2017: $66,435Net Assets 2017: $66,4352017Assets 2018: $72,910Net Assets 2018: $72,9102018Assets 2019: $78,558Net Assets 2019: $78,5582019Assets 2020: $88,018Net Assets 2020: $88,0182020Assets 2021: $91,041Net Assets 2021: $91,0412021Assets 2022: $97,928Net Assets 2022: $97,9282022Assets 2023: $120,063Net Assets 2023: $120,0632023Assets 2024: $98,703Liabilities 2024: $7,904Net Assets 2024: $90,7992024Assets 2025: $80,343Liabilities 2025: $0Net Assets 2025: $80,3432025

Highlighted filing

2025

Assets$80,343
Liabilities$0
Net Assets$80,343
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2010: $51,838Expenses 2010: $43,385Net Income 2010: $8,4532010Revenue 2011: $47,875Expenses 2011: $34,405Net Income 2011: $13,4702011Revenue 2012: $41,505Expenses 2012: $30,235Net Income 2012: $11,2702012Revenue 2013: $50,661Expenses 2013: $40,148Net Income 2013: $10,5132013Revenue 2014: $50,081Expenses 2014: $55,280Net Income 2014: -$5,1992014Revenue 2015: $57,997Expenses 2015: $96,182Net Income 2015: -$38,1852015Revenue 2016: $53,599Expenses 2016: $54,123Net Income 2016: -$5242016Revenue 2017: $56,308Expenses 2017: $47,874Net Income 2017: $8,4342017Revenue 2018: $62,250Expenses 2018: $55,775Net Income 2018: $6,4752018Revenue 2019: $51,128Expenses 2019: $45,480Net Income 2019: $5,6482019Revenue 2020: $44,075Expenses 2020: $34,615Net Income 2020: $9,4602020Revenue 2021: $7,310Expenses 2021: $4,287Net Income 2021: $3,0232021Revenue 2022: $43,087Expenses 2022: $21,816Net Income 2022: $21,2712022Revenue 2023: $55,509Expenses 2023: $33,374Net Income 2023: $22,1352023Revenue 2024: -$6,804Expenses 2024: $22,460Net Income 2024: -$29,2642024Revenue 2025: $37,397Expenses 2025: $55,757Net Income 2025: -$18,3602025

Highlighted filing

2025

Revenue$37,397
Expenses$55,757
Net Income-$18,360
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$80,343
Liabilities
$0
Net assets
$80,343
Revenue
$37,397
Expenses
$55,757
Net income
-$18,360
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.37$0.56$0.18
2024Detailed filing. Detailed filing data is available for this year.$0.99$0.08$0.91$0.07$0.22$0.29
2023Detailed filing. Detailed filing data is available for this year.$1.20$1.20$0.56$0.33$0.22
2022Detailed filing. Detailed filing data is available for this year.$0.98$0.98$0.43$0.22$0.21
2021Detailed filing. Detailed filing data is available for this year.$0.91$0.91$0.07$0.04$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.88$0.88$0.44$0.35$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.79$0.79$0.51$0.45$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.73$0.73$0.62$0.56$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.66$0.66$0.56$0.48$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.58$0.58$0.54$0.54$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.59$0.59$0.58$0.96$0.38
2014Detailed filing. Detailed filing data is available for this year.$0.97$0.97$0.50$0.55$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$1.02$0.51$0.40$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.91$0.42$0.30$0.11
2011Summary only. Only limited summary data is available for this year.$0.80$0.00$0.48$0.34$0.13
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.00$0.67$0.52$0.43$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 28, 2025
Return Version
2024v5.2
Gross Receipts
$61,743
Mission and Program Overview

Mission

Provide financial and volunteer support to school staff and students for activities enhancing and enriching the school.

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
THE PTA PROVIDES ELEMENTARY SCHOOL SUPPORT, BOOKS, PRINTING, SIGNAGE,BANNERS, SCHOOL SUPPLIES, FIELD TRIPS, ART CLASS AND MUSIC CLASS SUPPLIES, TEACHER SUPPLIES AND TECHNOLOGY-$0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALICIA LAVEREPresident-$0--
AMY FEENEYVice President-$0--
TORI DIORIOTreasurer-$0--
JESSICA NEEDHAMFinancial Secretary-$0--
JOAN BENNETTSecretary-$0--
LINDSAY ZIBACHHistorian-$0--
ALLISON GIBSONParliamentarian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Lapsleopa$20,982$20,982-$20,982
Fundraising$14,627$14,627$2,813$11,814
Total Events$35,609$35,609$2,813$32,796
Filing and Contact Details

Filer

Filer Name
Loma Vista Elementary School Pta
EIN
95-3768449
In Care Of
% VICTORIA DIORIO
Phone
8056415443
Address
300 LYNN DRIVE, VENTURA, CA 93003

Signing Officer

Name
Victoria Diorio
Title
Treasurer
Phone
8056415443
Signed
2025-10-28
Discuss with paid preparer
Yes

Preparer

Firm
Nancy Olivares Ea
Address
721A W CHANNEL ISLANDS BLVD, PORT HUENEME, CA 93041
Preparer
Nancy Olivares
Phone
8059851225
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountBANK CHARGES AND RECONCILIATION ADJ 105ASSEMBLIES 1,750LIBRARY SUPPLIES 601FIELD TRIPS 4,273READING INCENTIVES 179PUMPKIN PATCH 2,090ART PROGRAM/SUPPLIES 211CROSS COUNTRY TEAM 2,456HONORARY SERVICE AWARDS 151LUNCHTIME CLUBS 2,542TEACHER APPRECIATION 2,608TEACHER SUPPORT/SUPPLIES 7,842MUSIC TEACHER 1,630OUTDOOR EDUCATION FUND 27,909”

Description of other assets Part II line 24

“Category Beginning of Year End of YearINVENTORY 0 7,330”

Part III response or note to any other line in Part III

“Form 990-ez part iii organizationss primary exempt purpose to provide financial and volunteer support to school staff and students for activities enhancing and enriching the school.”

Raw XML Appendix198 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0VENTURA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093003
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01040
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt098703
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ALICIA LAVERE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMY FEENEY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JESSICA NEEDHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOAN BENNETT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ALLISON GIBSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3FINANCIAL SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PARLIAMENTARIAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt07330
IRS990EZ/OtherExpensesTotalAmt054347
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE PTA PROVIDES ELEMENTARY SCHOOL SUPPORT, BOOKS, PRINTING, SIGNAGE,BANNERS, SCHOOL SUPPLIES, FIELD TRIPS, ART CLASS AND MUSIC CLASS SUPPLIES, TEACHER SUPPLIES AND TECHNOLOGY
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt024346
IRS990EZ/SpecialEventsNetIncomeLossAmt019358
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt055757
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt037397
IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LOMAVISTAVENTURAPTA.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt016999
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0233499
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt02813
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0LAPSLEOPA
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02813
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountBANK CHARGES AND RECONCILIATION ADJ 105ASSEMBLIES 1,750LIBRARY SUPPLIES 601FIELD TRIPS 4,273READING INCENTIVES 179PUMPKIN PATCH 2,090ART PROGRAM/SUPPLIES 211CROSS COUNTRY TEAM 2,456HONORARY SERVICE AWARDS 151LUNCHTIME CLUBS 2,542TEACHER APPRECIATION 2,608TEACHER SUPPORT/SUPPLIES 7,842MUSIC TEACHER 1,630OUTDOOR EDUCATION FUND 27,909
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearINVENTORY 0 7,330
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990-EZ PART III ORGANIZATIONSS PRIMARY EXEMPT PURPOSE TO PROVIDE FINANCIAL AND VOLUNTEER SUPPORT TO SCHOOL STAFF AND STUDENTS FOR ACTIVITIES ENHANCING AND ENRICHING THE SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part III response or note to any other line in Part III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VICTORIA DIORIO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08056415443
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOMA VISTA ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0LOMA
ReturnHeader/Filer/EIN0953768449
ReturnHeader/Filer/InCareOfNm0% VICTORIA DIORIO
ReturnHeader/Filer/PhoneNum08056415443
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 LYNN DRIVE
ReturnHeader/Filer/USAddress/CityNm0VENTURA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093003
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770278691
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NANCY OLIVARES EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0721A W CHANNEL ISLANDS BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORT HUENEME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093041
ReturnHeader/PreparerPersonGrp/PhoneNum08059851225
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NANCY OLIVARES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-10-30T10:51:06-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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